Implement Your Strategies

What We Do and Why

Investing should be easy — and fun too!

Our Mission

We believe the world needs a better solution for investing. Our mission is to help everyone own stocks, increase their chances for better returns, and enjoy life. No matter how much time you want to dedicate to making investment decisions, from “set it and forget it” to learning about things like free cash flow and factor models, managing your portfolio should be possible for everyone.

FOUNDED IN

2004

We've been around a long time!

10+

IVY LEAGUE UNIVERSITY MBA PROGRAMS

The best minds love our products

40+

YEARS OF MARKET EXPERIENCE

Our team has seen all crashes since 1980

2,000+

EXPERT USER COMMUNITY

Join our forums for truly useful discussions

Our Core Beliefs

Investors that take control have an advantage

Whether it's by direct ownership of stocks or by investing according to your capital, we believe any investor, from beginner to advanced, can benefit from taking control of their strategies

Silence the noise

By following objective strategies that flow from the study of relevant questions, investors are likely to achieve better results than from reacting to fads, current events, emotions or folklore

Learn from the past

Although nobody knows how stocks will be priced in the future, we can and do know the kinds of questions investors should consider to enhance the probability of future success

There is no single answer

Different investors with widely differing priorities, temperaments and preferences can and do succeed. Our goal is to help users implement whatever approach they choose as effectively as possible

Perfect balance

The three ingredients to success when using a mechanical system are purely mathematical tools, real world consideration, and lots of experience to put it all together

Stock picking works (a.k.a. active management)

Buying the most attractive stocks without over-diversifying and replacing them when better opportunity arises is the way to outperform the market

Testimonials

“Portfolio123 truly offers a wealth of useful features that serious and devoted investors can benefit from.” — American Association of Individual Investors.

“Portfolio123 is the best trading and investing tool that I've ever seen. It has the best point-in-time data you can get as a retail investor, and the price is a steal. It also has a great community. I've made hundreds of thousands of dollars with the trading system I built with Portfolio123. It's a great tool, run by wonderful people.” — Andreas Himmelreich, trader/investor since 1996

“If you're looking for a powerful tool to help research and build systematic quantitative investing strategies, you've come to the right place. Check for yourself whether the mental models and criteria which investors use to select investments actually ‘work.’ You may be surprised at what you find.” — Shane Milburn, investor

“After subscribing for a few months, Portfolio123 became my obsession. It enabled me to consistently beat the market by a large margin. And it allowed me to research the stock market in depth. In fact, I liked Portfolio123 so much that after four years, I joined the company as product manager.” — Yuval Taylor, researcher and investor

For Portfolio123 Advisor Clients:
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Portfolio123 Securities LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with your accountant or legal counsel prior to implementation. This website may provide links to others for the convenience of our users. Our firm has no control over the security, accuracy or content of these other websites.

Advisory services are offered through Portfolio123 Securities LLC d.b.a Portfolio123 Advisor, an SEC registered investment advisor firm domiciled in the State of Illinois. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.

Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

For information concerning the status or disciplinary history of a broker/dealer, investment advisor and/or their associated representatives, a consumer should contact their state securities administrator or review information provided on the SEC's website at
www.adviserinfo.sec.gov.